WHITCOMB FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WHITCOMB FAMILY FOUNDATION INC (EIN 47-5620198)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-05
- IRS object ID
- 202130959349100413
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-05T11:26:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475620198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Whitcomb Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | elizabeth whitcomb | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | elizabeth | PersonFirstNm |
| Person Last | whitcomb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,736,663 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,996,216 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,916 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,916 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $267,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$626,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,894,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,639,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,116 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,116 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $72,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,462 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,896 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,327,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,327,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,438,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,365,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $286,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $863,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $863,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,643,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,268,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,873,430 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,930,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,131,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,736,663 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,930,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,131,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,930,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,131,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,930,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,131,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,930,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,429 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,131,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,131,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $11,894,273 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,470,720 | CostOrOtherBasisAmt |
| Gain Or Loss | -$576,447 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$576,447 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$576,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,740 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,740 | SubtotalAmt |
| Tax Based On Investment Income | $2,740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,053 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,313 | OverpaymentAmt |
| Applied To ES Tax | $1,313 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jannah Overcast | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| Brendan P Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David A Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 10.0 | $0 | $0 | $0 |
| Richard A Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Richard W Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 PEACHTREE RD NE 21ST FL | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303052430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgt | ServiceTypeTxt |
| Compensation | $72,462 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,152,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,571,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,724,591 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,724,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,533,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $626,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $626,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,740 | TotalTaxAmt |
| Distributable Before Adj | $623,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $623,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $623,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,365,512 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,365,512 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,365,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $623,946 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $391,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $646,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,037,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,365,512 | QualifyingDistributionsAmt |
| Applied To Current Year | $623,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $741,566 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,779,173 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,779,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $391,596 | ExcessFromYear2Amt |
| Excess From Year1 | $646,011 | ExcessFromYear1Amt |
| Excess From Current Year | $741,566 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard A Whitcomb | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHORAGE INC | |||||||
| 162 HAMPTON LN | LEESBURG | GA | 31763 | N/A | PC | General & Unrestricted | $60,000 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $10,000 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | Nutcracker Project | $20,000 |
| BENJAMIN FRANKLIN ACADEMY INC | |||||||
| 1585 CLIFTON RD NE | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR PUPPETRY ARTS INC | |||||||
| 1404 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS INC | |||||||
| 906 E LUDINGTON AVE | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $40,000 |
| DAVE KRACHE FOUNDATION INC | |||||||
| 1635 OLD 41 HWY STE 112-236 | KENNESAW | GA | 30152 | N/A | PC | General & Unrestricted | $10,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | General & Unrestricted | $45,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | Whitcomb Family Initiatives (Endowment for Therapy Program and Girls Center) | $75,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| PO BOX 615 | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $45,000 |
| FAST FRIENDS OF HALL COUNTY ANIMAL SHELTER INC | |||||||
| 3444 EDGEWOOD CIR | GAINESVILLE | GA | 30506 | N/A | PC | General & Unrestricted | $10,000 |
| FCS URBAN MINISTRIES INC | |||||||
| PO BOX 17628 | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $16,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | Lake Oconee FCA and DFW FCA | $35,000 |
| FERST READERS INC | |||||||
| PO BOX 1327 | MADISON | GA | 30650 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS TO THE FORLORN PITBULL RESCUE INC | |||||||
| PO BOX 2316 | DALLAS | GA | 30132 | N/A | PC | General & Unrestricted | $40,000 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | General & Unrestricted | $35,000 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | for the transport van fund | $15,000 |
| GROVE CHAPEL MINISTRY INC | |||||||
| 144 LONG LEAF LN | EATONTON | GA | 31024 | N/A | PC | General & Unrestricted | $30,000 |
| HUDSON FAMILY FOUNDATION | |||||||
| 300 N DEAN RD STE 5 163 | AUBURN | AL | 36830 | N/A | PC | General & Unrestricted | $5,000 |
| IMMACULATE HEART OF MARY CATHOLIC CHURCH | |||||||
| 2855 BRIARCLIFF RD NE | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $35,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | General & Unrestricted | $525,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | K Club Golf Team Spring Training | $5,000 |
| LIFE TEEN INC | |||||||
| 6105 BLUE STONE RD STE B | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $12,000 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 3180 PRESIDENTIAL AVE | ATLANTA | GA | 30340 | N/A | PC | General & Unrestricted | $35,000 |
| MERCY CARE FOUNDATION INC | |||||||
| 424 DECATUR ST SE | ATLANTA | GA | 30312 | N/A | SO II | General & Unrestricted | $12,000 |
| MICHAELS WAY | |||||||
| 520 W PENNSYLVANIA AVE NO 4 | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $10,000 |
| MONROE COUNTY EDUCATION FOUNDATION INC | |||||||
| 241 TRUMBO RD | KEY WEST | FL | 33040 | N/A | PC | Take Stock Scholarship Fund | $12,000 |
| NORTH PEACHTREE BAPTIST CHURCH | |||||||
| 4805 TILLY MILL RD | ATLANTA | GA | 30360 | N/A | PC | General & Unrestricted | $7,500 |
| OCEANA COUNTY ANIMAL FRIENDS | |||||||
| PO BOX 178 | PENTWATER | MI | 49449 | N/A | PC | General & Unrestricted | $10,000 |
| OCEANA COUNTY ANIMAL FRIENDS | |||||||
| PO BOX 178 | PENTWATER | MI | 49449 | N/A | PC | Misty Bend Wildlife Refuge | $5,000 |
| PLANT A MILLION CORALS FOUNDATION INC | |||||||
| 24215 CARIBBEAN DR W | SUMMRLND KEY | FL | 33042 | N/A | PC | General & Unrestricted | $12,000 |
| RECLIF COMMUNITY INC | |||||||
| 3200 POINTE PKWY STE 200 | PEACHTREE COR | GA | 30092 | N/A | PC | General & Unrestricted | $5,000 |
| REFUGE COFFEE INC | |||||||
| 3803 MARKET ST | CLARKSTON | GA | 30021 | N/A | PC | General & Unrestricted | $12,000 |
| REFUGEE VILLAGE CORP | |||||||
| 133 PARK DR | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $12,000 |
| SERVEHAITI INC | |||||||
| 1190 N HIGHLAND AVE NE | ATLANTA | GA | 31106 | N/A | PC | General & Unrestricted | $15,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $20,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | Capital Campaign | $25,000 |
| STEPPING STONES CANINE RESCUE | |||||||
| 4212 SALEM LANDING CT | WINSTON SALEM | NC | 27101 | N/A | PC | General & Unrestricted | $5,000 |
| TEKTON CAREER TRAINING | |||||||
| 3529 CHURCH ST STE D | CLARKSTON | GA | 30021 | N/A | PC | General & Unrestricted | $12,000 |
| THE CORPORATION OF MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | Harmony Medical Foundation | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,327,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,916 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$626,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$356,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$356,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Whitcomb Richard A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2787 Hawthorne Drive | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,996,216 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INVESCO QQQ TRUST QQQ, 2120 sh. | NoncashPropertyDesc |
| Fair Market Value | $454,475 | FairMarketValueAmt |
| Received | 2020-01-03 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA CENTRIC INCOME OPPORTUNI | $904,943 | $902,232 |
| AMERICAN FUNDS EUROPACIFIC GRO | $155,293 | $204,413 |
| AMERICAN MUTUAL FUND CL F2 | $638,183 | $707,934 |
| BLACKROCK STRAT INC OPP PORTFO | $988,268 | $1,020,802 |
| COLUMBIA FDS SRS TR I STRATEGI | $1,474,659 | $1,549,111 |
| FIRST TR VALUE LN DV | $243,874 | $272,634 |
| FIRST TRUST ISE CLOUD COMPUTIN | $251,697 | $311,033 |
| FIRST TRUST NASDAQ CYBERSECURI | $340,795 | $436,655 |
| GLOBAL X CLOUD COMPUTING ETF | $338,696 | $418,779 |
| GOLDMAN SACHS GQG PARTNERS INT | $277,970 | $353,328 |
| INVESCO QQQ TRUST | $357,149 | $522,691 |
| INVESCO S&P 500 EQUAL WEIGHT E | $290,408 | $321,656 |
| ISHARE SP SMALL CAP 600 INDEX | $449,688 | $549,838 |
| ISHARES RUSSELL 2000 | $176,889 | $252,133 |
| ISHARES RUSSELL 3000 | $659,345 | $836,301 |
| ISHARES TR S & P MIDCAP 400 IN | $284,927 | $348,882 |
| MFS INTERNATIONAL DIVERSIFICAT | $312,930 | $375,393 |
| NASDAQ 100 EQUAL WEIGHTED INDE | $308,447 | $375,337 |
| SPDR S&P 500 ETF TRUST | $690,305 | $790,756 |
| VANGUARD INTL GROWTH FD ADMIRA | $168,888 | $196,787 |
| VANGUARD MID-CAP ETF | $297,403 | $366,190 |
| VANGUARD RUSSELL 1000 INDEX FU | $341,309 | $388,441 |
| VANGUARD RUSSELL 1000 VALUE ET | $340,286 | $395,047 |
| VANGUARD TOTAL BOND MARKET ETF | $976,387 | $977,057 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Document Review/Drafting | $1,955 | $1,955 |
| General Consultations | $1,161 | $1,161 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,546 | $34,546 | |
| Bank Charges | $75 | $75 | |
| REGISTERED AGENT FEE | $350 | $350 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $72,462 | Amt |
| Net Investment Income | $72,462 | NetInvestmentIncomeAmt |